What a record's sync state means
"Did this actually reach QuickBooks?" is the question people ask most often, and the answer used to mean asking someone in finance. This column answers it on the row itself.
- Where to find the column, and what its two values mean
- What the little panel shows when you click one
- Why the summary line at the top of that panel is often wrong
- Two things on this screen that do not work yet
01 · Why
Why do we have this?
"Did this actually reach QuickBooks?" is the question people ask most often, and the answer used to mean asking someone in finance. This column answers it on the row itself.
02 · How
Read a record’s sync state
- Open a table that shows
Connected to Quickbooks(or Xero) next to the record count. - Find the
INTEGRATIONcolumn, at the right-hand end of the row. - Click the value to open the record's sync history.
03 · Expected result
The column shows one of:
| Value | Meaning |
|---|---|
| Local | This record exists only in Merchaint. It has never been sent or matched. |
| Synced | This record is linked to a record in your accounting system. |
Clicking it opens a small panel with a one-line summary, the last few sync events with their times, and a View Full History button.
04 · Notes
View Full History does nothing
We clicked it repeatedly. The panel stays open and nothing else happens. To see a table’s full sync activity, use the Integration Logs tab on the table itself.
Filtering by sync state does not work yet
The Filter panel lists Synced, Local and Archived under Status. All three show a count of 0 even on a table where every row says Local, and choosing Local returns every record rather than filtering. Sort or scan the column by eye for now.
05 · FAQ
Common questions
"Local" means Merchaint has no link stored for it. A push that failed never creates that link — so a record that was attempted and rejected still reads Local. See Why a record did not reach your accounting system.
On a record whose last sync failed, the panel offers a retry. We could not find a record in that state to confirm what it looks like.